Collaborating on projects
When you click on any project listed in your Inbox, you will reach the project collaboration page. This is where all the action is! On this page, you will be able to take a look at the original brief shared by you and the proposal that you received from the expert. You can chat, exchange files, invite colleagues to collaborate, and more! Let's see each component of this page and what it does.
At the very top of the page, you will see the project's current status. For instance, the project above is in progress. The status keeps changing to keep everyone on the same page (literally!).
You can easily schedule online meetings from the project collaboration page. Currently, Google Meet and Zoom are supported.
If you are a Client Lead on a project, you can see a Mark project as complete button. Click here to read more about how to mark projects complete.
This section displays the key information from the proposal given by the expert. The expert can edit this section till you accept it. Once a proposal is accepted, it cannot be edited by the expert.
- Why the expert is suited to execute this project
- Scope of work
- Project approach/methodology
- Attached documents
- Proposed fee and the terms of payment
- Proposed project timeline
This section shows the key information regarding the Project Brief that you shared. It cannot be edited.
- Project objective
- Project description
- Services expected
- Broad timeline for the project
- Budget range
- Requirement for expert's physical presence
- Attached documents
If you would like to modify your brief, it is recommended that you edit it in My Briefs and reshare it with the expert.
You can manage a project effectively using the milestone feature. As a client, refer to the article on reviewing milestones.
In this section, you will see the users who are collaborating on the project, along with their email ID, status (active or pending activation), and their role in the project. Refer this article for a detailed look at multi-user collaboration.
You can chat with other participants and send files. If any other user is online on the platform, you will see a green dot on their profile. If they are offline, you will see a red dot. This window also shows several project-related messages, such as when a brief is sent, a proposal is sent or edited, a milestone is created or edited or deleted or marked complete, etc.
Please Note
If you close your browser instead of logging out of the platform, you will still be shown online on the platform.
If you are offline, you will be notified via email when a message is received or a file is shared on the chat application.
